Financial Planner ODH DEVELOPERS PRIVATE LIMITED
ODH DEVELOPERS PRIVATE LIMITED
Office Location
Full Time
Experience: 5 - 5 years required
Pay: INR 450000 - INR 1000000 /year
Type: Full Time
Location: Ahmedabad
Skills: risk, Budgeting, Teamwork, Management, Communication, Scheduling, Analysis, Adaptability, skills, making, analytic, decision, Financial, Project, Reasoning
About ODH DEVELOPERS PRIVATE LIMITED
Job Description
We are on the hunt for a professional and talented financial planner to join our finance department. We want a self-motivated individual that will ensure our clients make wise and profitable decisions to meet their financial goals. In this role, you will be responsible for managing our clients finances, acting as a trusted advisor in areas such as investments, savings, and debt management.
Responsibilities:
- Evaluate clients financial documents including their income, expenses, and liabilities.
- Offer support and guidance in financial, insurance, and investment planning.
- Create strategic financial plans and budgets for clients.
- Monitor clients' needs and adjust their financial plans accordingly.
- Prepare financial and business analysis reports.
- Present and market financial products and services.
- Find potential clients and foster long-lasting relationships.
- Ensure you stay updated on the latest regulations, practices, and financial products.